Vince Festejo is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Anaheim, CA, with 2 years of industry experience. Vince operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
1240 N Lakeview Avenue, Suite 100B, Anaheim, CA, 92807
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Vince works as a Registered Assistant at IWM Financial, providing client relations and advisor support. This role takes nearly full-time.
Employment History
Current Registrations
Creativeone Securities, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Bradley Shammas, CFPCreativeone Securities, LLC
- Jack Biedebach, CFPLPL Financial LLC
- Kenneth Catanzarite, CFAAegis Asset Management, INC.
- Jason Batt, CFP, ChFCCentaurus Financial, INC.
- Travis Hawley, ChFCMosley Wealth Management, INC.
- Jason Depetris, CFPEagle Strategies LLC